401(k) Plans

19,365 topics in this forum

1. Annual Disclosure Notice to Participants

   By gregburst, July 10, 2012
   • 7 replies
   • 1.4k views
   • 
   • cpc0506
   • July 13, 2012

2. No Beneficiary Designation On File

   By waid10, July 12, 2012
   • 4 replies
   • 1.7k views
   • 
   • Peanut Butter Man
   • July 13, 2012

3. Correction for Failure to Effect Participant Election

   By Guest BWNWE, July 11, 2012
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • July 12, 2012

4. Hardship Suspension Period

   By ERISA25, July 12, 2012
   • 5 replies
   • 3.9k views
   • 
   • ETA Consulting LLC
   • July 12, 2012

5. Safe Harbor Plan

   By MarZDoates, July 11, 2012
   • 1 reply
   • 901 views
   • 
   • ETA Consulting LLC
   • July 12, 2012

6. Calculating 401k Match

   By four01kman, July 11, 2012
   • 2 replies
   • 1.1k views
   • 
   • GMK
   • July 11, 2012

7. 404a disclsure for brokerage account - Stocks?

   By Jim Chad, July 11, 2012
   • 0 replies
   • 825 views
   • 
   • Jim Chad
   • July 11, 2012

8. Older partner wants to max out PS contribution, younger partner wants cash

   By Guest Bearlee, June 29, 2012
   • 13 replies
   • 2k views
   • 
   • Guest
   • July 10, 2012

9. 404a5 and brokerage accounts...

   By CLE401kGuy, July 2, 2012
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • July 9, 2012

10. RMD required or not?

    By Brenda Wren, July 6, 2012
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 9, 2012

11. Service-Based Allocations - eligible to participate, but no allocation

    By 00hskrgrl, June 22, 2012
    • 4 replies
    • 2.8k views
    • 
    • Kevin C
    • July 6, 2012

12. Part Time Employees

    By Dougsbpc, June 26, 2012
    • 5 replies
    • 2k views
    • 
    • Dougsbpc
    • July 6, 2012

13. Disclosure of bundled service fees

    By TPApril, July 3, 2012
    • 0 replies
    • 930 views
    • 
    • TPApril
    • July 3, 2012

14. 410(b)(6)(c) Transition

    By Young Curmudgeon, July 3, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 3, 2012

15. Eligible for hardship distribution?

    By Jim Chad, June 28, 2012
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • June 30, 2012

16. Discretionary match suspension notice

    By ombskid, June 25, 2012
    • 11 replies
    • 6.2k views
    • 
    • ombskid
    • June 28, 2012

17. Elapsed Time Vesting

    By MBCarey, June 28, 2012
    • 1 reply
    • 2.9k views
    • 
    • Tom Poje
    • June 28, 2012

18. 404a Participant Disclosures

    By austin3515, June 20, 2012
    • 9 replies
    • 1.8k views
    • 
    • austin3515
    • June 27, 2012

19. Merging 2 safe harbor plans mid-year

    By Guest FAQ, June 26, 2012
    • 1 reply
    • 3k views
    • 
    • Tom Poje
    • June 26, 2012

20. Safe Harbor deposit due date?

    By doombuggy, June 22, 2012
    • 5 replies
    • 2.4k views
    • 
    • ETA Consulting LLC
    • June 25, 2012

21. ADP using net compensation

    By Guest Dumb & Dumber, June 21, 2012
    • 7 replies
    • 2.7k views
    • 
    • BG5150
    • June 25, 2012

22. 408(b)(2) regulation

    By KevinMc, June 24, 2012
    • 2 replies
    • 966 views
    • 
    • KevinMc
    • June 25, 2012

23. 408(b)(2) and PEOs

    By Christine Roberts, June 24, 2012
    • 0 replies
    • 1.1k views
    • 
    • Christine Roberts
    • June 24, 2012

24. withdrawl from multiple er plan and transfer of assets

    By Draper55, May 25, 2012
    • 1 reply
    • 1.4k views
    • 
    • 00hskrgrl
    • June 22, 2012

25. Small Cashouts - Require Proof of Age to Determine Present Value?

    By Guest LazLama, June 7, 2012
    • 2 replies
    • 994 views
    • 
    • 00hskrgrl
    • June 22, 2012

26. USERRA, HEART Act, Make-Up Contributions, Military Differential

    By Guest BWNWE, March 28, 2012
    • 2 replies
    • 7.2k views
    • 
    • 00hskrgrl
    • June 22, 2012

27. ADP testing for Roth Deferrals

    By KevinMc, June 21, 2012
    • 5 replies
    • 3.3k views
    • 
    • ETA Consulting LLC
    • June 22, 2012

28. Conditional profit-sharing allocation requirement...legal?

    By gle318612, June 20, 2012
    • 3 replies
    • 2.2k views
    • 
    • gle318612
    • June 22, 2012

29. 457 Spinoff to a 401(k)

    By oldman, June 22, 2012
    • 0 replies
    • 871 views
    • 
    • oldman
    • June 22, 2012

30. Completion of Enrollment form

    By CLE401kGuy, June 21, 2012
    • 2 replies
    • 1.1k views
    • 
    • 00hskrgrl
    • June 22, 2012

31. Safe Harbor Match - changing compensation definition

    By Belgarath, June 21, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • June 21, 2012

32. FAS 87 Report

    By rcline46, June 20, 2012
    • 1 reply
    • 958 views
    • 
    • david rigby
    • June 20, 2012

33. Guaranteed Annuity Contracts and "Insured"

    By jkharvey, June 19, 2012
    • 2 replies
    • 812 views
    • 
    • Guest
    • June 20, 2012

34. 408(b)(2) and the plan sponsor

    By CLE401kGuy, June 17, 2012
    • 6 replies
    • 1.4k views
    • 
    • GMK
    • June 19, 2012

35. Hardship Distribution

    By CLE401kGuy, June 14, 2012
    • 19 replies
    • 5.4k views
    • 
    • ETA Consulting LLC
    • June 18, 2012

36. HCE Parity Restoration – Whose advice do you value more?

    By Mark Whitelaw, June 13, 2012
    • 8 replies
    • 1.9k views
    • 
    • Mark Whitelaw
    • June 18, 2012

37. Alternative Defined Contribution Plan Failure

    By Guest RandomQuestion, June 15, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 15, 2012

38. Self Directed Brokerage Account Disclosures

    By jeff77, June 15, 2012
    • 1 reply
    • 863 views
    • 
    • Bird
    • June 15, 2012

39. Suspending Safe Harbor Match-Top Heavy

    By Guest JCM, June 14, 2012
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • June 15, 2012

40. Plan Document Providers

    By Stevo-PDX, June 15, 2012
    • 3 replies
    • 1.3k views
    • 
    • SheilaD
    • June 15, 2012

41. Combined Testing

    By sdix401k, June 14, 2012
    • 2 replies
    • 1.7k views
    • 
    • sdix401k
    • June 15, 2012

42. Maximum 401k Match

    By perkinsran, June 14, 2012
    • 4 replies
    • 1.4k views
    • 
    • perkinsran
    • June 14, 2012

43. Employee Contributions as QNEC's

    By Guest Liosis, June 9, 2012
    • 1 reply
    • 2.2k views
    • 
    • ETA Consulting LLC
    • June 12, 2012

44. Term 401k plan, payout, set up another in 12 months...

    By Oh so SIMPLE, June 8, 2012
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • June 11, 2012

45. Top Heavy Determination and 401(k) Receivables

    By Rob P, June 6, 2012
    • 5 replies
    • 2.3k views
    • 
    • Rob P
    • June 7, 2012

46. Change in payroll period - affect on loans

    By cpc0506, June 5, 2012
    • 4 replies
    • 1.7k views
    • 
    • masteff
    • June 6, 2012

47. ADP/ACP Testing on wage definition different than plan operates?

    By MD-Benefits Guy, June 5, 2012
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 6, 2012

48. Controlled Group Question

    By AJ North, June 4, 2012
    • 3 replies
    • 1k views
    • 
    • AJ North
    • June 5, 2012

49. 60-Day Rollover Rule Question

    By Gadgetfreak, March 14, 2012
    • 13 replies
    • 4.8k views
    • 
    • MoJo
    • June 5, 2012

50. 401k Catch Up

    By CLE401kGuy, June 4, 2012
    • 5 replies
    • 1.6k views
    • 
    • CLE401kGuy
    • June 5, 2012